Create a Packing List - Ship to Stock

System Location: Data Entry > Orders > Shipments

This example shows how to create a packing list to ship finished goods to inventory upon completion.

Within JobBOSS2, there is a difference between a Packing List and a Shipment:

  • Packing Lists refer to records created and stored within JobBOSS2 that are used to track delivery related information internally.
    • Details are maintained within JobBOSS2 and can be viewed / edited once created (depending on whether it has been processed or not)
  • The Shipments Utility takes information located on Packing Lists and uses it to update account specific information for external carriers.
    • Does not create an additional record within JobBOSS2
    • Updates information / creates a record on external carrier's system
    • The ability to create Shipments requires having an account with the desired carrier
    • Details from Shipment are used to update shipping charges on related Packing List

  1. Go to the blue Data Entry tab, open the Orders dropdown menu, and select Shipments.
  2. Click New (located at the top of the page.)
Details Section
  1. Verify / provide the Packing List Number.
  2. Select the Order to pull information from.
    1. Click Search.
    2. Select the desired order from the (Order) Line Item Selection screen.
    3. Click OK.
    4. Select the jobs from the order that should be placed on the packing list.
      • All items are selected by default, but the selection can be changed.
    5. Click OK.
      • Details from the selected order are used to populate the majority of the fields in the Details Section.
  3. Verify / provide information for the following fields:
    • Order Number
    • Customer Code / Customer Name
    • Ship Date
Line Items Section
  1. Verify / provide information for the following fields for each line item present:
    • Part Number
    • Qty To Stock: The quantity being placed in inventory
      • Defaults to the Open Release Quantity on the selected job with Release Type = STOCK
        • If extra parts were made on a customer order, there may be both STOCK and CUST (Customer) releases
      • Can be edited in Line Item Details

      ClosedEditing Quantity To Stock

      1. Select the line item / job that needs to be edited.
      2. Click Details dropdown menu.
      3. Select 'Line Item.'
        • Clicking 'Details' also opens the Line Item Detail screen.

      ClosedShip Fewer Units

      1. Click on the Qty To Stock field of the STOCK Release.
        • If there are multiple open releases, verify the Release Type.
      2.  Enter the number of units that will be shipped to inventory on the selected packing list.
        • Decreasing the Qty To Stock causes the system to consider the remaining units as back ordered.
          • Back ordered units will automatically be included on the next packing list created for the selected job.
      3. Click OK to return to the main packing list screen.

      ClosedShip More Units Than Expected to Make (Increases Total Qty To Make)

      1. Click on the Qty To Stock field of the STOCK Release.
        • If there are multiple open releases, verify the Release Type.
        • If there are no existing STOCK Releases and the extra units should be placed into inventory instead of shipped to the customer, select the Quantity To Stock field on the appropriate CUST (Customer) Release.
      2.  Enter the number of units that will be shipped to inventory on the selected packing list.
        • Increasing the total Qty To Make causes the system to automatically increase the Qty Ordered (at the order level itself)
          • Increased quantity represents additional units that were successfully completed that were not included in original order total.
          • Quantity Ordered must be increased in order to correctly allocate Unit Costs.
      3. Click OK to return to the main packing list screen.
  2. Click the Bins dropdown menu.
  3. Select To Stock.
    • The Quantity to Stock Distribution form opens.
    • This allows the finished items to be placed into specific inventory locations.
    • Must select a Bin location if one is not associated with the part by default.
  4. Edit / provide information for the following fields:
    • Bin Location
    • Lot Number
    • Qty To Transfer: Number of units being placed into specified Bin Location
      • Qty To Transfer cannot be edited in the Quantity to Stock Distribution form.
      • If a value less than the Quantity Required (listed in header portion of form) is entered, system automatically adds a new line item.
        • Allows for items to be placed into multiple locations.
      • Total 'Qty To Transfer' MUST equal the value listed as 'Quantity Required.'
        • Quantity Required is the same as the 'Qty To Stock' value (in Line Items Grid)
        • Must edit Qty To Stock if total Qty To Transfer is different
        • See "Editing Quantity To Stock" above for information regarding increasing or decreasing this value
  5. Click OK once total quantity has been accounted for.
Ship To Addresses Section
  1. Select a Location from the dropdown menu to indicate where the finished goods should be shipped to if they are leaving the current location.
  2. Click Process (located at the top of the form.)

Generate Documents

Once the packing list is created, the following documentation can be generated as needed:

  • Certifications
  • Shipping Labels
  • Job Labels

 

Back to Packing Lists